GoalFusion Wealth Management

GoalFusion Wealth Management as of Dec. 31, 2022

Portfolio Holdings for GoalFusion Wealth Management

GoalFusion Wealth Management holds 21 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.9 $31M 76k 408.31
Ishares Tr Core Us Aggbd Et (AGG) 20.5 $26M 254k 100.22
Ishares Tr 0-5 Yr Tips Etf (STIP) 14.6 $18M 186k 97.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 14.4 $18M 192k 92.78
Vanguard Index Fds Small Cp Etf (VB) 7.6 $9.4M 47k 202.18
Vanguard World Fds Energy Etf (VDE) 5.2 $6.5M 52k 124.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $4.3M 101k 42.23
Spdr Gold Tr Gold Shs (GLD) 2.8 $3.5M 20k 179.41
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.8 $2.2M 29k 74.22
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $2.1M 9.3k 220.02
Apple (AAPL) 0.8 $960k 6.7k 144.29
Microsoft Corporation (MSFT) 0.3 $394k 1.6k 247.78
Ishares Tr Blackrock Ultra (ICSH) 0.3 $354k 7.0k 50.29
Nextera Energy (NEE) 0.3 $348k 4.7k 74.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $348k 1.1k 311.52
Abbott Laboratories (ABT) 0.3 $316k 2.9k 110.55
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $310k 6.6k 47.08
Advanced Micro Devices (AMD) 0.2 $261k 3.5k 75.15
Chevron Corporation (CVX) 0.2 $214k 1.2k 174.02
Recursion Pharmaceuticals In Cl A (RXRX) 0.1 $167k 20k 8.33
Nuveen Muni Value Fund (NUV) 0.1 $93k 10k 9.11